Speaker 1: Hello, and welcome to part three of the Advancement Grant Technical Assistance webinar series. I'm Keela, and in this video, we'll cover how to use SurveyMonkey Apply, the online grant management portal. If you are new to the program, or just refreshing your memory on how to navigate the grant management system, this is the video you're looking for. You can always download written instructions as a quick guide for navigating the platform at the link on the screen. If you still have questions, contact information will be displayed at the end of the presentation. SurveyMonkey Apply is the online grant management portal used to submit your application. If awarded, you will use the platform to submit all required forms, invoices, and final report. This tutorial will walk you through registering for the site, as well as navigating the application dashboard and task. The Department of Arts and Culture uses SurveyMonkey Apply for all grant-related submissions. You may hear me refer to it as Apply for short. This screen displays what you should expect to see on the homepage before you log in. All applications must be submitted electronically using this grant portal. If you're new to the Advancement Grant process, you'll need to create a new account. If you're participating in the current grant cycle with login credentials, this is the link where you will access all forms to manage your grant during the funding cycle. To get started, you'll first need to visit the Apply website. This link can be accessed from the Advancement Grant page on the ArtsEd Collective website. It is also listed on the first page of the guidelines and in the application instructions. Registered users may sign in directly from this page by clicking Login in the upper right corner. For new applicants, click Register to sign up as a new user and to complete your eligibility profile. Complete the user information fields with your name, email, and new password, then click Create Account. The Welcome page will inform you that a confirmation email has been sent to the registered email. From the confirmation email, verify your email address by clicking the link in the email. This will return you to the Apply Login page. Log in to the website to continue. Once your email is verified, you will receive a second welcome email. You can always refer to this email to access your applicant portal or bookmark the webpage in your browser. From the email link, you will be sent to the Grants Dashboard as seen here after you log in. To access the Advancement Grant application, the first task is to complete the eligibility profile. Click My Account from the dropdown under your name. Select Eligibility from the left panel. Then click Fill Out an Eligibility Profile. As an Advancement Grant applicant, be sure to choose Organization as your applicant type, and then School District. For the purpose of this grant portal, this also applies to charter networks that identify as a 501c3. If you select 501c3, you will not have access to the Advancement Grant application.

Speaker 2: Complete the required organizational information as it applies and click Save My Profile when complete. Once the eligibility profile has been completed and saved, your account will have access to

Speaker 1: all available grant opportunities. To open a new application, access the Programs Dashboard by selecting Programs or the award ribbon icon in the upper toolbar.

Speaker 2: Click For More Information on the Arts Education Advancement Grant tile to see the description and deadline of the opportunity.

Speaker 1: Finally, click Apply to open a new application. This will take you to a dashboard that displays the list of tasks or forms required for the application. Once an application has been opened, it will appear under the My Applications or the Home icon in the upper toolbar. There is no need to return to the Program Dashboard during this grant cycle. If you click Apply more than once, you will open multiple applications, all of which will appear in the My Applications Dashboard. After clicking Apply or selecting your application from the My Applications page, you will land in the Application Dashboard. A couple of things to highlight here. Your task. This section includes the seven task forms you will need to complete to apply for the grant. These tasks align with the grant criteria found on page eight of the guidelines. Click on the task name or arrow to open the task. The half green circles in front of the task indicate the task have been started. When you mark a task as complete, the circle will turn green with the check. You may complete these tasks in any order. The overview panel displays a completion bar for required tasks. Other buttons on this panel to note. The collaborator button, use this function if you're working on this application with a colleague. It will give access to this application only by sending them an email invite. You will see a list of everyone you have invited in this section as well. This is a great function to use for your authorizing official to review the application before submission. Please note that only the owner or the user that opened the application has the ability to submit the final application. Clicking review in either the overview panel or in the preview in the summary will show you all the completed tasks in a view only format. After you have completed and reviewed all tasks, the submit button will appear green. Your application is not complete or submitted for consideration until this step is complete. Submitted applications cannot be edited. Again, you may complete the task in any order. Filling out this application will take some time. Some tasks you may complete in one setting, in which case you will click the mark is complete to save your work. Other tasks may need to be saved to return later to finish. Use the save and continue editing button. Both buttons will save your work and keep you in the current form to navigate away from the form. Select a different task from the taskbar or click above the taskbar to return to the application dashboard. While reviewing your completed task in the review only mode, you may recognize that you need to make edits to exit the view only mode and return to an edit mode. Simply click the more options button.

Speaker 2: Indicated by the three dots in the upper right corner of the taskbar and select edit.

Speaker 1: Although you may complete the task in any order, the application must be certified by an authorized official that has authority to sign legally binding documents on behalf of your district. You may complete this task in two ways. Add your authorizing official as a collaborator. The application can be reviewed in full in the portal and they can complete the final certification task. Or you may download and save a copy to share with the authorizing official. They can review and sign the hard copy. Keep the hard copy in your grant records and enter the appropriate information into the online certification task force for them. To download a copy, click the more options icon or the three dots in the corner. To download all completed tasks. Once the application has been reviewed and certified, the final action is to click the green submit button in the application dashboard. We strongly recommend submitting your application at least five days prior to the deadline to ensure enough time in case any issues arise. An automatic confirmation email will be sent to the owner's email on file in the user account. Once you have completed and submitted your application, download and save a copy of the final application submission. If you have any questions about the information presented here, please send an email to us at arts at collective at arts dot L.A. County dot gov.